According to the Galaxy Securities Research Report, the A-share market continues to fluctuate widely. Stock games are characterized by remarkable characteristics, and market hot spots are characterized by event-driven dominance and rapid rotation. The market is in a phase of style rebalancing with congestion digestion and expectations verified. In the short term, the market is likely to continue the volatile pattern, and structural characteristics are still the main theme. July 15 is the mandatory disclosure deadline for A-share listed companies' semi-annual reports. The market's core game focus will lean towards fundamental verification, and priority will be placed on segmented leaders with real orders and profit expectations. At the same time, SK Hynix landed on NASDAQ to advance Changxin Technology's IPO process, strengthening the memory chip industry boom logic, and driving a continuous increase in attention in industry segments such as memory chips, advanced packaging, and semiconductor materials. After the preliminary valuation was digested, the relevant track layout window was further revealed. In terms of overall strategy, it is recommended to use performance as an anchor to seize structural opportunities amidst fluctuations.

According to the Galaxy Securities Research Report, the A-share market continues to fluctuate widely. Stock games are characterized by remarkable characteristics, and market hot spots are characterized by event-driven dominance and rapid rotation. The market is in a phase of style rebalancing with congestion digestion and expectations verified. In the short term, the market is likely to continue the volatile pattern, and structural characteristics are still the main theme. July 15 is the mandatory disclosure deadline for A-share listed companies' semi-annual reports. The market's core game focus will lean towards fundamental verification, and priority will be placed on segmented leaders with real orders and profit expectations. At the same time, SK Hynix landed on NASDAQ to advance Changxin Technology's IPO process, strengthening the memory chip industry boom logic, and driving a continuous increase in attention in industry segments such as memory chips, advanced packaging, and semiconductor materials. After the preliminary valuation was digested, the relevant track layout window was further revealed. In terms of overall strategy, it is recommended to use performance as an anchor to seize structural opportunities amidst fluctuations.